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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendon? Claim Your ProfileBrendon Michael Derouin is a financial advisor with over 20 years of experience in the industry. Brendon has a Series 7, Series 24, and Series 63 license and has worked with a number of firms over the years, including Woodbury Financial Services, Inc., SII Investments, Inc., and Capital Financial Services, Inc. He has a Chartered Financial Consultant designation. Currently, Brendon is registered as a representative of TLG Advisors, Inc., and is licensed to provide financial advice in Florida, Vermont, Washington, and Wisconsin. Brendon has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
10/15/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
WI
10/02/2017 - 09/17/2018
WOODBURY FINANCIAL SERVICES, INC. (VERONA WI)
WI
03/07/2011 - 10/02/2017
SII INVESTMENTS, INC. (DEPERE WI)
WI
07/19/2000 - 03/08/2011
CAPITAL FINANCIAL SERVICES, INC. (MADISON WI)
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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